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Asset Allocation
December 28, 2021
Infrastructure has become a must
Infrastructure is becoming a must in all portfolios. It is a decorative asset. Private companies are…
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Investing
December 27, 2021
Inflation exceeding 10%
“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square…
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December 23, 2021
Possible massive tax windfall from OECD tax deal
The global deal to impose a 15% minimum effective tax rate on multinational businesses could result…
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December 23, 2021
ALFI: shaking up alternative investments
Several major currents are affecting the alternative investing world as it attempts to appeal to a…
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Opinion
December 23, 2021
Economist's view: Less liquidity weighs down inflation
Democratic Senator Joe Manchin wants to vote against President Joe Biden’s Build Back Better…
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Investing
December 22, 2021
2021, can we settle the score?
Traditionally, the first outlooks for the coming year trickle in from September onwards. With…
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Asset Managers
December 22, 2021
The largest unknown asset manager in the world
“Although we are number twelve in the world in order of assets under management, we are a relatively…
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Asset Managers
December 21, 2021
Spreads on smaller SME loans still attractive
As in the sovereign and corporate bond markets, private debt valuations have risen sharply. “However…
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Asset Managers
December 20, 2021
JPMorgan AM: equities are a good inflation hedge
In its outlook for 2022, JP Morgan Asset Management makes no bones about the fact that equities…
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Asset Managers
December 20, 2021
Analysts guess at ECB policy direction
It was the week of the central banks. The Bank of England raised interest rates by 15 basis points…
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Most recent
Investing
ESG is measured wrong, says Dan Ariely. His fix is beating the S&P500
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Expert Panel
Morningstar: DWS versus Kempen in global equity income
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Opinion
What remains of Europe’s sustainable ambitions?
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Laws and Regulations
SFDR overhaul sets strict new rules for sustainable fund labels
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News
COP30 sees nature move to the center of climate finance
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